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Goldman Sachs reports 65% of S&P 500 companies now mention AI during earnings calls, up from low teens in 2022. However, tangible financial payoffs and productivity gains remain largely unquantified,…
Goldman Sachs reports that 65% of S&P 500 firms now cite AI during earnings calls. However, quantifiable financial payoffs remain limited, signaling that investors will increasingly demand measurable…
Hedge funds boosted bullish healthcare exposure to a 5-year high, driven by AI-assisted drug discovery, robust M&A activity ($173B expected in 2026), and record specialist fund returns nearing 40%.